> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thread.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Portal Settings

> Manage your profile, password, and preferences in the customer portal

## Settings Overview

The Settings page lets you manage your personal account settings, including your profile information, password, and display preferences.

***

## Accessing Settings

Navigate to **Settings** from the portal navigation (usually in the user menu or sidebar).

***

## Profile Settings

### Your Information

Update your personal details:

| Field     | Description                         |
| --------- | ----------------------------------- |
| **Name**  | Your display name                   |
| **Email** | Your login email (may be read-only) |
| **Title** | Your job title                      |
| **Phone** | Contact phone number                |

### Updating Your Profile

<Steps>
  <Step title="Navigate to Settings">
    Click **Settings** in the portal navigation.
  </Step>

  <Step title="Find Profile Section">
    Locate the Profile or Personal Information section.
  </Step>

  <Step title="Edit Fields">
    Click on fields to edit them, or click an **"Edit"** button.
  </Step>

  <Step title="Save Changes">
    Click **"Save"** to apply your changes.
  </Step>
</Steps>

### Profile Photo

Some portals allow profile photos:

<Steps>
  <Step title="Click Avatar">
    Click your current avatar or the camera icon.
  </Step>

  <Step title="Upload Image">
    Select an image file:

    * JPG, PNG, or GIF
    * Square images work best
    * Recommended: 200x200px or larger
  </Step>

  <Step title="Confirm">
    Your new photo appears throughout the portal.
  </Step>
</Steps>

***

## Password Management

### Setting a Password

If you accessed via magic link and want to set a password for direct login:

<Steps>
  <Step title="Go to Security Settings">
    Navigate to **Settings** → **Security** or **Password**.
  </Step>

  <Step title="Set Password">
    Click **"Set Password"** or **"Create Password"**.
  </Step>

  <Step title="Enter New Password">
    Create a strong password:

    * At least 8 characters
    * Mix of letters, numbers, symbols
    * Not easily guessable
  </Step>

  <Step title="Confirm Password">
    Enter the password again to confirm.
  </Step>

  <Step title="Save">
    Click **"Save"** or **"Set Password"**.
  </Step>
</Steps>

### Changing Your Password

<Steps>
  <Step title="Go to Security Settings">
    Navigate to **Settings** → **Security** or **Password**.
  </Step>

  <Step title="Click Change Password">
    Click the **"Change Password"** button.
  </Step>

  <Step title="Enter Current Password">
    Type your current password.
  </Step>

  <Step title="Enter New Password">
    Create your new password.
  </Step>

  <Step title="Confirm New Password">
    Retype the new password.
  </Step>

  <Step title="Save">
    Click **"Update Password"**.
  </Step>
</Steps>

### Forgot Password

If you can't remember your password:

<Steps>
  <Step title="Go to Login Page">
    Navigate to your portal login page.
  </Step>

  <Step title="Click Forgot Password">
    Click the **"Forgot Password?"** link.
  </Step>

  <Step title="Enter Email">
    Enter your portal email address.
  </Step>

  <Step title="Check Email">
    Look for a password reset email.
  </Step>

  <Step title="Reset Password">
    Click the link and create a new password.
  </Step>
</Steps>

<Tip>
  Password reset links expire after a set period (usually 24 hours). Request a new one if needed.
</Tip>

***

## Display Preferences

### Theme Selection

Choose your preferred appearance:

| Theme      | Description                  |
| ---------- | ---------------------------- |
| **Light**  | Bright background, dark text |
| **Dark**   | Dark background, light text  |
| **System** | Matches your device settings |

<Steps>
  <Step title="Find Theme Setting">
    Navigate to **Settings** → **Appearance** or **Theme**.
  </Step>

  <Step title="Select Theme">
    Choose Light, Dark, or System.
  </Step>

  <Step title="Applied Instantly">
    Theme changes immediately - no save needed.
  </Step>
</Steps>

***

## Notification Preferences

Some portals allow notification customization:

### Email Notifications

Configure when you receive emails:

| Notification Type      | Description                   |
| ---------------------- | ----------------------------- |
| **New tasks**          | When new tasks are assigned   |
| **Due date reminders** | Before tasks are due          |
| **Status updates**     | When milestones complete      |
| **Team activity**      | When teammates complete tasks |

### Managing Notifications

<Steps>
  <Step title="Find Notification Settings">
    Navigate to **Settings** → **Notifications**.
  </Step>

  <Step title="Toggle Options">
    Turn each notification type on or off.
  </Step>

  <Step title="Save Preferences">
    Click **"Save"** to apply changes.
  </Step>
</Steps>

<Info>
  Not all portals offer notification customization. Contact your CSM about available options.
</Info>

***

## Session Management

### Active Sessions

Some portals show where you're logged in:

* Device type (desktop, mobile)
* Browser
* Location
* Last active time

### Signing Out of All Devices

If you need to sign out everywhere:

<Steps>
  <Step title="Go to Security Settings">
    Navigate to **Settings** → **Security** or **Sessions**.
  </Step>

  <Step title="Sign Out All">
    Click **"Sign Out All Devices"** or **"End All Sessions"**.
  </Step>

  <Step title="Confirm">
    Confirm the action. You'll be signed out everywhere.
  </Step>

  <Step title="Log In Again">
    Sign in on the devices you want to use.
  </Step>
</Steps>

<Warning>
  Use this if you think your account was accessed without permission.
</Warning>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Can't Change Email">
    **Reason:** Email may be locked to your invitation.

    **Solution:** Contact your CSM to update your email address.
  </Accordion>

  <Accordion title="Password Reset Email Not Received">
    **Check:**

    * Spam/junk folder
    * Correct email entered
    * Corporate email filters

    **Try:**

    * Request new reset link
    * Wait a few minutes
    * Contact CSM
  </Accordion>

  <Accordion title="Theme Not Saving">
    **Check:**

    * Browser cookies enabled
    * Not in incognito mode

    **Try:**

    * Refresh the page
    * Clear browser cache
    * Try different browser
  </Accordion>

  <Accordion title="Can't Upload Profile Photo">
    **Check:**

    * File type (JPG, PNG, GIF)
    * File size limits
    * Image dimensions

    **Try:**

    * Resize the image
    * Convert to different format
    * Use a smaller file
  </Accordion>
</AccordionGroup>

***

## Security Best Practices

<CardGroup cols={2}>
  <Card title="Strong Password" icon="lock">
    Use unique passwords with mix of characters, numbers, and symbols
  </Card>

  <Card title="Don't Share Credentials" icon="user-lock">
    Each team member should have their own account
  </Card>

  <Card title="Watch for Phishing" icon="shield-exclamation">
    Only log in through official portal URLs
  </Card>

  <Card title="Sign Out on Shared Devices" icon="right-from-bracket">
    Always log out when using public or shared computers
  </Card>
</CardGroup>

***

## What's Next?

<CardGroup cols={2}>
  <Card title="Team Management" icon="users" href="/customer-portal/team">
    Invite and manage team members
  </Card>

  <Card title="Portal Overview" icon="house" href="/customer-portal/overview">
    Return to portal overview
  </Card>
</CardGroup>